Guidewire is successfully executing a strategic pivot to a subscription-based cloud model, evidenced by a 26.9% revenue growth rate in 2026Q3. However, the transition continues to pressure operating margins, which peaked at only 10.8% in 2026Q2, while persistent stock-based compensation exceeding $40 million per…
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Revenue growth has accelerated to 26.9% as of 2026Q3, though operating margins remain constrained within a narrow range, peaking at just 10.8% in 2026Q2.
Guidewire reported Q3 revenue of $372.54M and raised full-year 2026 guidance, indicating robust financial performance.
Wall Street is focused on cloud subscription metrics, with strong demand for cloud solutions contributing significantly to revenue growth.
The stock price increased by 4.51% in aftermarket trading following earnings, reflecting investor optimism.
Trailing total returns as of 11/8/2026, which may include dividends or other distributions. Benchmark is S&P 500 (^GSPC).
Check whether operating performance supports the current valuation.
Recent results and news deserve attention only when they alter the forward view.
| Quarter | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|
Q4 2026Latest Sep 3, 2026 | $0.99+6.1% vs $0.93 | $411M+2.1% vs $403M |
Q3 2026 Jun 4, 2026 | $0.82+10.4% vs $0.74 | $373M+4.7% vs $356M |
Q2 2026 Mar 5, 2026 | $1.17+51.4% vs $0.77 | $359M+4.8% vs $343M |
Q4 2025 Dec 3, 2025 | $0.66+7.5% vs $0.61 | $333M+5.1% vs $317M |
Baron Focused Growth Fund declined 2.34% (Institutional Shares) in the third quarter, outperforming its benchmark, the Russell 2500 Growth Index, which fell 10.35%. Shopify Inc., Gartner, Inc., and FIGS, Inc. were the quarter's largest contributors to performance. Space Exploration Technologies Corp., Tesla, Inc., and Birkenstock Holding plc were the largest detractors.
Canadian insurer gives underwriting and claims teams direct access to Guidewire ProNavigator inside their daily workflows, improving response times and decision accuracy CAMBRIDGE, ON and SAN MATEO, Calif., Nov. 2, 2026 /PRNewswire/ -- Gore Mutual Insurance ("Gore Mutual") and Guidewire (NYSE: GWRE) today announced the deployment of Guidewire ProNavigator across Gore Mutual's Claims and Personal Lines underwriting operations.
The portfolio's outperformance was primarily driven by our holdings in the Health Care sector, which delivered strong returns for the quarter on company-specific catalysts. Information Technology holdings and underweight to the Energy sector detracted from returns. For the year-to-date period, the Fund returned 5.80% (net of fees), outperforming the Russell Midcap Growth Index's 1.01%.
Guidewire Innovation Awards, Partner Excellence Awards, Insurtech Vanguards InsurPitch winners, and the All-Star Class of 2026 take the spotlight at Guidewire Connections LAS VEGAS, Oct. 29, 2026 /PRNewswire/ -- CONNECTIONS CONFERENCE -- Guidewire (NYSE: GWRE) honored several customer and partner award recipients at this year's Guidewire Connections, including the esteemed Guidewire Innovation Awards, Partner Excellence Awards honoring Consulting and Technology partner achievements through the Guidewire PartnerConnect program, Guidewire Insurtech Vanguards global InsurPitch winners, and the distinguished customer All-Stars Class of 2026. The annual awards celebrated the people and organizations delivering the year's most standout, innovative achievements in P&C insurance.
Benchmark GWRE against direct peers instead of judging its metrics in isolation.
Key metrics vs top competitors for Guidewire Software, Inc. (GWRE)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $161.41 | $13.44B | 96.90 | 22.7% | 9.44% | 10.03% | — | |
| $101.97 | $105.42B | 73.60 | 20.88% | 9.36% | 11.49% | — | |
| $303.73 | $49.34B | 49.40 | 16.34% | 29.34% | 14% | — | |
| $173.15 | $9.27B | 33.29 | 11.04% | 15.39% | 24.03% | — | |
| $22.67 | $2.48B | 70.89 | 10.01% | 5.4% | 3.32% | — | |
| $230.74 | $8.24B | 48.33 | 19.72% | 15.62% | 32.03% | — |
Guidewire Software, Inc. (GWRE) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
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Guidewire Software, Inc. (GWRE) SEC filings — annual & quarterly reports (10-K, 10-Q)
Sep 3, 2026·SEC
Jun 4, 2026·SEC
Mar 5, 2026·SEC
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Guidewire Software, Inc. (GWRE) stock FAQ — growth, dividends, profitability & financials explained
Guidewire Software, Inc. (GWRE) reported $1.48B in revenue in fiscal year 2026, which is also its trailing twelve months. That is 1641% more than the $84.7M of fiscal year 2009.
Guidewire Software, Inc. (GWRE) grew revenue by 22.7% over the trailing twelve months, compared with the twelve months before.
Yes. Guidewire Software, Inc. (GWRE) earned $139.3M in net income over the trailing twelve months (a 9.4% net margin).
Guidewire Software, Inc. (GWRE) had a return on equity (ROE) of 10.0% over the trailing twelve months. That is in line with the market's typical 10-15%.
Guidewire Software, Inc. (GWRE) generated $290.3M in free cash flow over the trailing twelve months.
